Generate Merge Documents

When generating a merge document for one request, you have the option to efficiently upload it to the request. This also gives you the option to make the document accessible to the applicant on their dashboard where they can then download it. You can generate the document as a .pdf or Word file. 

1. Navigate to the page from which you would like to generate the merge document. This could be the Request Summary page or a submitted form for a request such as the submitted application form. 
2. Click Create Documents. 
3. Select the merge template File Name you want to use to generate the document.
   
   
4. Select the output File Type: Word or PDF. 
   • If your merge template includes merge fields for file upload questions or other request documents, select PDF to include those documents. You can also select additional file uploads and request documents to include with the document being generated if the PDF file type is selected.
   • Check the box next to Zip to download the document in a zipped file.
     
     
5. Complete the document creation option you want to use.

Option 1: Create Document and Attach to Request

Use this option to generate the document and upload it to the request in a single step.

1. Create Document and Attach to Request.
   
   
2. Enter a Description, check the box for Show Applicant this document if you want it to be accessible on the applicant's dashboard, and then click OK.
   • If the document is visible to the applicant, they will see the description you entered as well.
     
     

Option 2 Create Document

Use this option to generate the document and download it to your computer. This may be useful if you want to make additional edits to the document or print it for the applicant.

1. Click Create Document.
   • The document will download to your computer.
     
     

Merge documents can be generated for multiple requests from the Requests & Decisions search page in either a Word or .pdf file. 

1. Navigate to the Requests & Decisions search page and search for requests for which you want to generate merge documents. 
2. Check the box next to each request you want to include. 
3. Click Batch Options, and then click Create Documents. 
4. Select the merge template File Name to use to generate the documents.
5. Select the output File Type: Word or PDF. 
   • If your merge template includes merge fields for file upload questions or other request documents, select PDF to include those documents. You can also select additional file uploads and request documents to include with the document being generated if the PDF file type is selected.
   • Check the box next to Zip to download the documents in a zipped file.
     • A zipped folder will download to your computer that contains individual Word or .pdf documents for each selected request.
   • If the Zip option is not selected, a single Word of .pdf file will download to your computer containing the generated merge document for each selected request with a page break between them.
     
     
6. Click Create Document.
   
   

A document or zipped folder will download to your computer containing the generated merge documents for each selected request. 

Generate Merge Documents for Multiple Requests Video 

This video provides a brief overview of generating merge documents.

Merge documents can be generated for multiple requests from a follow up workload page in either a Word or .pdf file. One document per request will be generated, not one document per submission. For example, if there are three follow ups from the same request on the Follow Ups Complete workload page and all three are selected when generating merge documents, a single document will be produced for the request.

1. Navigate to the follow up workload page from which you want to generate the merge documents.
   
   
   
2. Check the box next to each request you want to include.
   
   
3. Click Batch Options, and then click Create Documents.
   
   
4. Select the merge template File Name to use to generate the documents.
5. Select the output File Type: Word or PDF. 
   • If your merge template includes merge fields for file upload questions or other request documents, select PDF to include those documents. You can also select additional file uploads and request documents to include with the document you're generating if the PDF file type is selected.
   • Check the box next to Zip to download the documents in a zipped file.
     • A zipped folder will download to your computer that contains individual Word or .pdf documents for each selected request.
   • If the Zip option is not selected, a single Word or .pdf file will download to your computer containing the generated merge document for each selected request, with a page break between them.
     
     
6. Click Create Document.
   
   

A document or zipped folder will download to your computer containing the generated merge documents for each selected request.